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Foxconn sees 19% decline in sales after 'disappointing' demand for Apple's iPhone - Page 2

post #41 of 78
Quote:
Originally Posted by Rogifan View Post

Ah, ok got it. Has Foxconn ever commented the cause of production being up or down? I'm assuming they can't say anything that would give too much of an insight into iPhone sales, considering they manufacture for more than just Apple.

In a broken down by client way, not that I recall. And likely not in regards to Apple since they consider that a huge trade secret.

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post #42 of 78
A bunch of BS, they act like Foxconn only makes Apple product and Apple uses more than one Contract Manufacturer. Foxconn makes products for 100's of company so having a few seeing a few % decline and add up to 19% easily.

Someone is yet again trying to manipulate the stock.
post #43 of 78
Quote:
Originally Posted by island hermit View Post


All public data? To the best of my knowledge there isn't any data for the last quarter that is any less speculative than the above analysis.

 

Another 2 weeks and we'll know.

Of course.

 

The public data that I was referring to was from the previous quarter. If the iPhone 5 was breaking records in the previous quarter, it seems unlikely that sales are down more than 19% YoY for the most recent quarter.

post #44 of 78
Quote:
Originally Posted by Maestro64 View Post

A bunch of BS, they act like Foxconn only makes Apple product and Apple uses more than one Contract Manufacturer. Foxconn makes products for 100's of company so having a few seeing a few % decline and add up to 19% easily.

Someone is yet again trying to manipulate the stock.
At least it's not working....stock up ~$8 so far today.
post #45 of 78
Quote:
Originally Posted by Retrogusto View Post

Of course.

The public data that I was referring to was from the previous quarter. If the iPhone 5 was breaking records in the previous quarter, it seems unlikely that sales are down more than 19% YoY for the most recent quarter.
Well that WSJ story from a couple months ago was a total WTF story but everyone reported it as if it was fact. So even things that don't make sense or seem unlikely get reported because the media knows it will generate clicks on their sites.
post #46 of 78
Quote:
Originally Posted by island hermit View Post

I warned Cook last year that if he didn't include the flux capacitor there would be a significant drop off in sales in the later quarters.
 

 

I rather see the Corbomite case incorporated. (I think we just gave away our ages...)

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post #47 of 78
I said it when the leaked designs of the iphone came out that it was going to lose Apple its mojo. It should have produced something like the HTC One. Whats the fascination of making the phone thinner with chamfered edges when you have to buy a case to prevent it from being damaged. TBH the only thing I really like about my 5 is maps and the flyover feature.

Apple need to raise their game otherwise only the fanbois will be buying their overpriced phones

 

 

 

 

 

 

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post #48 of 78
Quote:
Originally Posted by Retrogusto View Post

Of course.

 

The public data that I was referring to was from the previous quarter. If the iPhone 5 was breaking records in the previous quarter, it seems unlikely that sales are down more than 19% YoY for the most recent quarter.


I don't think the article stated a 19% YoY drop. To me it says that the drop in fiscal q2 2013 from fiscal q1 2013 is greater than the drop in fiscal q2 2012 from fiscal q1 2012 and they were expecting less of a drop or equal.

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post #49 of 78
The so called "Apple tax" should be forever more known as the "Quality tax" because you always "pay more" for quality but, in return, you always receive more "value". Consumers who cannot distinguish "price" from "value" are forever doomed to be a frustrated lot who lives out their lives surrounded by crap!
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post #50 of 78
Quote:
Originally Posted by morgajx View Post

I said it when the leaked designs of the iphone came out that it was going to lose Apple its mojo. It should have produced something like the HTC One. Whats the fascination of making the phone thinner with chamfered edges when you have to buy a case to prevent it from being damaged. TBH the only thing I really like about my 5 is maps and the flyover feature.

Apple need to raise their game otherwise only the fanbois will be buying their overpriced phones
I don't have a case on my iPhone 5. Oh and the HTC One had chamfered edges too.

Gotta love how people except the premise of things without ever questioning their accuracy.
post #51 of 78
Quote:
Originally Posted by Tallest Skil View Post

Apple Go Private! Apple Go Private!

 

At this point when they announce that, I literally want Tim Cook to walk off the stage flipping the bird to the shareholders.

LOL! I want him to walk off the stage and keep on walking right out the door until he fades into the sunset. 

Not very realistic, AAPL going private.

post #52 of 78
Quote:
Originally Posted by MJ Web View Post

LOL! I want him to walk off the stage and keep on walking right out the door until he fades into the sunset. 

Not very realistic, AAPL going private.


I think we have to wait until Q1 2014 before passing too much judgement on Cook. If there is a drop from Q1 2013 then, yeah, consider giving him his walking papers. Trouble with that, though, is finding someone who is more capable. Pickings are slim.

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post #53 of 78
Quote:
Originally Posted by Tallest Skil View Post

 

Apple is obviously doomed¡ 1rolleyes.gif

 

This may be a running gag, only this time there are real YoY declines. Apple offer only 1 new model of iphone and it accounts for 70% of its income.  Its a financial timebomb, the risk for investors is huge.

 

Maybe Apple will diversified its iphone lines and maybe Apple will introduce something new.  Currently Apple needs to do both just to keep its earnings, otherwise its going down like a rock.


Edited by herbapou - 4/10/13 at 10:15am
post #54 of 78

Fanboys and critics crack me up.  To one group it means nothing and to the other it means the stock is doomed.  There is certainly evidentiary value in Foxconn's drop in revenue.  With Apple making up 40-70% of their sales (depending on which source you use) it would be virtually impossible to for Apple to not be part of that decrease and certainly would indicate an increase was out of the question.  However, do we know if the cost per unit dropped? Do we know if Apple started using other suppliers?  Do we know why the holiday quarter came in at 988 billion v 1 T?

 

One thing we do know is last quarter (the holiday quarter) Foxconn did less in sales (988 billion) than the quarter (1 Trillion) we are using to compare to this quarter so why would that be the case?  Now I dont know if that quarter is historically the strongest for Foxconn as it is for Apple, but if so it would appear any "drop" started prior to this quarter. In my opinion we really need to know how last quarter compared to the same quarter a year ago since we know iPhone sales were at record numbers last quarter and yet that quarter was even lower than the quarter they are comparing this quarter too.

post #55 of 78
Originally Posted by herbapou View Post
Apple offer only 1 new model of iphone and it accounts for 70% of its income.  Its a financial timebomb, the risk for investors is huge.

 

Why? Have they heard about a little thing called iPad?

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post #56 of 78
Quote:
Originally Posted by Rogifan View Post


I don't have a case on my iPhone 5. Oh and the HTC One had chamfered edges too.

Gotta love how people except the premise of things without ever questioning their accuracy.

Rogifan I think you mean accept not except because I do question the accuracy of statements made

 

Only kidding, no offence meant :)

 

If Apple had produced the HTC One with IOS it would have fitted in with the look of the mac lineup and would have been a monster seller. That was my point

 

 

 

 

 

 

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post #57 of 78
Quote:
Originally Posted by Tallest Skil View Post

 

Why? Have they heard about a little thing called iPad?

 

If the ipad numbers continu to rise it helps diversified Apple line. But the income % coming out of the iphones is still to high, a major drop on iphones will tank the EPS and Apple valuation could go from undervalue (PE < 15) to horrible (PE will increase because EPS went down because the PE is price/annual EPS).  

 

Thats the risk with companies on the decline, valuation seems good, invertors often oversell at the first sign of growth deceleration. The ball is in Apple camp, it has to prove it can at the minimum avoid YoY EPS declines. Best scenario we get back to growth, but it wont happen until Apple can prove its still in the game. We need new product cycles and hopefully a new product.

 

I need a pop on "anything" so I can dump 50% of my LEAPS. This stock is now way to risky for my taste. 

post #58 of 78
Quote:
Originally Posted by morgajx View Post

I
Apple need to raise their game otherwise only the fanbois will be buying their overpriced phones

Yup fanbois buy 3-4 iPhones each qtr. how else to explain the record numbers year after year that dwarf the Mac (the original fanboi item) numbers.
post #59 of 78
Quote:
Originally Posted by Rogifan View Post

...I thought Foxconn just manufactured for Apple....

Holy crap!  You're kidding, right?!

 

ATTN: ALL PEOPLE OF PLANET EARTH....    BEHOLD THE POWER OF THE MEDIA!

 

(hugs 'n kisses from Mike Daisey)

post #60 of 78
Quote:
Originally Posted by ralphdaily View Post

Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.

This takes the prize for 'moronic post of the day.'

post #61 of 78
Quote:
Originally Posted by anantksundaram View Post

Quote:
Originally Posted by ralphdaily View Post

Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.
This takes the prize for 'moronic post of the day.'

I think the poster was already feeling good about him/herself, but now gets a prize to boot. I wish I was more like this poster ¡
I’d rather have a better product than a better price.
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post #62 of 78
Quote:
Originally Posted by jungmark View Post


Yup fanbois buy 3-4 iPhones each qtr. how else to explain the record numbers year after year that dwarf the Mac (the original fanboi item) numbers.

 

...are you being serious?

post #63 of 78
Quote:
Originally Posted by Sol77 View Post

...are you being serious?

No. Just replying back to morgajerx.
post #64 of 78
Quote:
Originally Posted by herbapou View Post

This may be a running gag, only this time there are real YoY declines.

Really? Where's the evidence for that?

All we have is some analyst predicting a YoY decline. But given how bad analysts' predictions about Apple have been for the past decade or so, that's a long way from a 'real' decline.
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post #65 of 78
Methinks the Reuters "reporter" missed some nuancy stuff from Mr Kuo. Here is Kuo saying that Apple was sending more assembly to Pegatron, middle of last month:

http://www.mactrast.com/2013/03/kuo-apple-will-diversify-iphone-manufacturers/

C'mon AI, make some phone calls or something. Daniel, could you pull the plug on this trough of troll feed?
post #66 of 78
Quote:
Originally Posted by Tailpipe View Post

What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.

I don't think the 5S can get away with being simply the same iPhone 5 design with a bump in specifications. There is genuine demand for an iPhone line-up that offers a range of screen sizes.

What do you mean by iPhone 5 "design" ?

post #67 of 78
Quote:
Originally Posted by isaidso View Post

What do you mean by iPhone 5 "design" ?

And why hasn't this "genuine demand" that has existed since the original iPhone not made the iPhone the worst selling phone with the lowest profit?

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post #68 of 78
Quote:
Originally Posted by Tallest Skil View Post

Originally Posted by zoffdino View Post
Tim Cook needs to reveal a bit of his "pipeline choke full of great products" to the world.

 

Your implication being that Apple has never gone this long without a product change before?


Otherwise we will end up the same like last year, when Apple launched 6 major products back to back in the span of a few months.

 

Your implication being that this is somehow "bad"?

Yeah, it actually was. And in conjunction with starting the dividend at that same time, instead of holding that off for later to help support the stock when most needed.

post #69 of 78
Quote:
Originally Posted by jragosta View Post

Quote:
Originally Posted by Tailpipe View Post

What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets. You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch. I remember someone describing the iPhone 5 as iPhone 4s ii.

So your friends are idiots. The iPhone 5 is dramatically different than the iPhone 4S.

Regardless, you're just plain wrong. The iPhone 5 has outsold previous versions handily. So your 'undeniable fact' is just plain wrong.

Please. Show me where I can confirm this. I can't tell you how much I want this to be true. Just tell me where I can get that information.

Thanks. (sincere)

post #70 of 78
Originally Posted by Tailpipe View Post
What seems to be undeniable is that the IPhone 5 isn't selling as well as previous versions in Apple's core markets.

 

Citation needed.


You could say that it hasn't been perceived as a big enough upgrade versus the 4S to persuade existing customers to switch.

 

You could, but you'd be laughed at by anyone who cared enough about the device to know they wanted to buy it.


I remember someone describing the iPhone 5 as iPhone 4s ii.


Take note; that person was an idiot.


There is genuine demand for an iPhone line-up that offers a range of screen sizes.

 

There is a fabricated demand, you mean.

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Originally Posted by Marvin

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post #71 of 78
Quote:
Originally Posted by anantksundaram View Post

Quote:
Originally Posted by ralphdaily View Post

Went to the Apple store yesterday and NOBODY was at the iPhone table. The phones were sitting there untouched.

This takes the prize for 'moronic post of the day.'

Hey. you gotta cut him some slack.

There was a time when I would walk into an Apple store, and you had to wait in line at a table just to be able to touch one.

It's not like that now. Anyone can see that that's the case.

What does it mean...? We'll find out soon enough.

post #72 of 78
Quote:
Originally Posted by Rogifan View Post

What stats do you have to back this up? Apple doesn't break out sales by model. All we know is 1) in the first weekend of sales the iPhone 5 broke the previous record set by the iPhone 4S, and 2) the ASP last quarter wasn't significantly lower than previous quarters. What factual data points do you have which indicates iPhone sales are soft because Apple doesn't offer a bigger screen size?

None. Because he doesn't have any. Other than some analyst talking out his backside. And making up stories That have no fact or have any facts to back them up.
post #73 of 78
Quote:
Originally Posted by isaidso View Post

Hey. you gotta cut him some slack.
There was a time when I would walk into an Apple store, and you had to wait in line at a table just to be able to touch one.
It's not like that now. Anyone can see that that's the case.
What does it mean...? We'll find out soon enough.
More Apple stores, more iPhone resellers, etc.
post #74 of 78
Quote:
Originally Posted by island hermit View Post


I think we have to wait until Q1 2014 before passing too much judgement on Cook. If there is a drop from Q1 2013 then, yeah, consider giving him his walking papers. Trouble with that, though, is finding someone who is more capable. Pickings are slim.

Wholeheartedly agree with you.

post #75 of 78
Quote:
Originally Posted by Rogifan View Post

No I meant I thought that's all they did for Apple. So, sales of what exactly are down 18%?

Maybe sales of Xbox360 since a new model was announced. Or sales of an random product that is being outdated.

Hmm , this wouldn't be an article if no banker had something to gain from it.
post #76 of 78

Foxconn manufactures for many companies including:

Acer, Amazon.com, Apple Inc.,  ASRock, Asus, Barnes & Noble, Cisco, Dell, EVGA Corporation, Hewlett-Packard, Intel, IBM, Lenovo, Logitech, Microsoft, MSI, Motorola, Netgear, Nintendo, Nokia, Panasonic, Philips, Samsung, Sharp, Sony Ericsson, Toshiba, Vizio to name the known companies.

  •  
  • Total sales were $808.97 billion Taiwan, or $26.96 billion U.S., at Hon Hai Precision Industry Co. Ltd., also known as Foxconn, in the quarter spanning from January to March, according to Reuters. The 19 percent sales decline is blamed mostly on the iPhone by Reuters, yet HP (-22%) and Dell (-14%) have both experienced a major downturn in sales to mention just two of the other companies involved with Hon Hai Precision Industry Co. Ltd., aka Foxconn.

 

Foxconn hasn't commented in detail on any of this, only Reuters has, so the entire story blaming Apple's iPhone for the sales decline could very easily be and most likely is total BS.


Edited by Realistic - 4/10/13 at 10:50pm

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post #77 of 78
Quote:
Originally Posted by herbapou View Post

This may be a running gag, only this time there are real YoY declines. Apple offer only 1 new model of iphone and it accounts for 70% of its income.  Its a financial timebomb, the risk for investors is huge.

Maybe Apple will diversified its iphone lines and maybe Apple will introduce something new.  Currently Apple needs to do both just to keep its earnings, otherwise its going down like a rock.

The running gag is that people believe this stuff, obviously you do?

An analyst with an ulterior motive tells a story about YoY declines in Foxconn sales? Profits? What is even being said? Can you not realize an agenda?

Foxconn hasn't released their numbers yet..

Apple hasn't released their numbers yet.

Where is the "real" YoY decline? What product? What companies?

Do you believe everything you read about aliens too?

I hope for your own sake you don't invest in the stock market.
post #78 of 78
Quote:
Originally Posted by Spacepower View Post

Maybe sales of Xbox360 since a new model was announced. Or sales of an random product that is being outdated.

Hmm , this wouldn't be an article if no banker had something to gain from it.
I've figure it out now. I didn't know that Foxconn treats the devices they manufacture as "sales" for accounting purposes,

Appler's Q2 conference call will reveal all. Until then it would be nice if sites like AI followed Tim Cook's advice of not reading into a single data point and trying to make conclusions off that.
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